Who owns CXM (CXM)
Which tracked institutional funds hold CXM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CXM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
38 tracked funds added or opened CXM while 76 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CXM’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CXM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CXM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 279 tracked filers holding CXM, 184 increased or opened the position and 113 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CXM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- VANGUARD PORTFOLIO MANAGEMENT LLC$63M
- VANGUARD CAPITAL MANAGEMENT LLC$32M
- VANGUARD FIDUCIARY TRUST CO$5M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$4M
- Vanguard Global Advisers, LLC$1M
- MACKENZIE FINANCIAL CORP$989K
Full exits 15
- VANGUARD GROUP INC$122M
- CYPRESS POINT INVESTMENT MANAGEMENT LP$18M
- Sea Cliff Partners Management, LP$10M
- Capitolis Liquid Global Markets LLC$9M
- Pacer Advisors, Inc.$5M
- PANAGORA ASSET MANAGEMENT INC$4M
Largest adds
- SG Americas Securities, LLC$15M
- PRIVATE MANAGEMENT GROUP INC$11M
- UBS Group AG$8M
- CITADEL ADVISORS LLC$7M
- JANE STREET GROUP, LLC$4M
- WINTON GROUP Ltd$3M
Largest trims
- BlackRock, Inc.$23M
- H&F Corporate Investors IX, Ltd.$19M
- TUDOR INVESTMENT CORP ET AL$10M
- Sachem Head Capital Management LP$10M
- Sixth Street Partners Management Company, L.P.$10M
- Jefferies Financial Group Inc.$10M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 19,114,260 | $115M | 10.7% | 2026-Q1 |
| H&F Corporate Investors IX, Ltd. | 10,861,506 | $65M | 6.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,482,067 | $63M | 5.9% | 2026-Q1 |
| SG Americas Securities, LLC added | 8,377,479 | $50M | 4.7% | 2026-Q1 |
| MORGAN STANLEY added | 8,297,791 | $50M | 4.7% | 2026-Q1 |
| Sachem Head Capital Management LP | 5,745,000 | $34M | 3.2% | 2026-Q1 |
| Sixth Street Partners Management Company, L.P. | 5,670,000 | $34M | 3.2% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 5,617,911 | $34M | 3.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,338,317 | $32M | 3.0% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC added | 4,920,085 | $30M | 2.8% | 2026-Q1 |
| STATE STREET CORP added | 4,913,941 | $29M | 2.8% | 2026-Q1 |
| Solel Partners LP added | 3,649,369 | $22M | 2.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,775,647 | $17M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,720,622 | $16M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,648,640 | $16M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,566,161 | $15M | 1.4% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 2,538,184 | $15M | 1.4% | 2026-Q1 |
| BATTERY MANAGEMENT CORP. | 2,396,334 | $14M | 1.3% | 2026-Q1 |
| Tetragon Partners GP Ltd | 2,200,000 | $13M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,680,846 | $10M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,612,881 | $10M | 0.9% | 2026-Q1 |
| UBS Group AG added | 1,592,298 | $10M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,358,081 | $8M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,329,921 | $8M | 0.7% | 2026-Q1 |
| LETKO, BROSSEAU & ASSOCIATES INC trimmed | 1,246,275 | $7M | 0.7% | 2026-Q1 |
| NORGES BANK trimmed | 814,300 | $7M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,131,755 | $7M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,007,062 | $6M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 978,240 | $6M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 901,385 | $5M | 0.5% | 2026-Q1 |
| Hillsdale Investment Management Inc. trimmed | 884,000 | $5M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 858,229 | $5M | 0.5% | 2026-Q1 |
| Invesco Ltd. added | 837,672 | $5M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 779,561 | $5M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 771,601 | $5M | 0.4% | 2026-Q1 |
| WINTON GROUP Ltd added | 732,936 | $4M | 0.4% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD | 705,339 | $4M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 678,323 | $4M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 634,417 | $4M | 0.4% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 624,800 | $4M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 621,900 | $4M | 0.3% | 2026-Q1 |
| Circumference Group LLC added | 609,800 | $4M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 554,635 | $3M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 541,613 | $3M | 0.3% | 2026-Q1 |
| Bullseye Asset Management LLC | 481,701 | $3M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 481,437 | $3M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 462,822 | $3M | 0.3% | 2026-Q1 |
| S SQUARED TECHNOLOGY, LLC trimmed | 451,661 | $3M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 446,668 | $3M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 442,220 | $3M | 0.2% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 413,052 | $2M | 0.2% | 2026-Q1 |
| Creative Planning added | 386,249 | $2M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 385,934 | $2M | 0.2% | 2026-Q1 |
| Stoic Point Capital Management LLC trimmed | 367,437 | $2M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 349,489 | $2M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 344,339 | $2M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 334,039 | $2M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 311,985 | $2M | 0.2% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 295,742 | $2M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 288,849 | $2M | 0.2% | 2026-Q1 |
| Archon Capital Management LLC trimmed | 275,272 | $2M | 0.2% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P added | 253,891 | $2M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 252,851 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 249,253 | $1M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 248,609 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 248,193 | $1M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 244,600 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 178,939 | $1M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 225,517 | $1M | 0.1% | 2026-Q1 |
| Jackson Creek Investment Advisors LLC trimmed | 227,399 | $1M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 208,896 | $1M | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 204,595 | $1M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 197,654 | $1M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 194,497 | $1M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 190,102 | $1M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 185,991 | $1M | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 177,021 | $1M | 0.1% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 169,960 | $1M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP new | 164,889 | $989K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 157,275 | $944K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 15,641,770 | $122M | 11.4% | 2025-Q4 stale |
| CYPRESS POINT INVESTMENT MANAGEMENT LP new | 2,266,342 | $18M | 1.6% | 2025-Q4 stale |
| Sea Cliff Partners Management, LP trimmed | 1,334,112 | $10M | 1.0% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC trimmed | 1,130,500 | $9M | 0.8% | 2025-Q4 stale |
| First Eagle Investment Management, LLC added | 1,071,681 | $8M | 0.8% | 2025-Q3 stale |
| Pacer Advisors, Inc. trimmed | 632,710 | $5M | 0.5% | 2025-Q4 stale |
| PATHWAY CAPITAL MANAGEMENT, LP added | 546,223 | $5M | 0.4% | 2025-Q2 stale |
| PANAGORA ASSET MANAGEMENT INC added | 532,727 | $4M | 0.4% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 368,155 | $3M | 0.3% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 250,512 | $2M | 0.2% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 219,802 | $2M | 0.2% | 2025-Q2 stale |
| Inspire Advisors, LLC new | 195,943 | $2M | 0.2% | 2025-Q2 stale |
| CEERA INVESTMENTS, LLC | 182,105 | $1M | 0.1% | 2025-Q3 stale |
| Liberty Mutual Group Asset Management Inc. added | 159,798 | $1M | 0.1% | 2025-Q2 stale |
| 272 Capital LP added | 139,657 | $1M | 0.1% | 2025-Q2 stale |
| Verition Fund Management LLC trimmed | 151,800 | $1M | 0.1% | 2025-Q4 stale |
| New Age Alpha Advisors, LLC trimmed | 150,086 | $1M | 0.1% | 2025-Q3 stale |
| Squarepoint Ops LLC trimmed | 142,650 | $1M | 0.1% | 2025-Q4 stale |
| CAPITAL FUND MANAGEMENT S.A. added | 136,575 | $1M | 0.1% | 2025-Q4 stale |
| Integrated Quantitative Investments LLC | 126,230 | $982K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.